Schrum Private Wealth Management Employee Directory

Financial ServicesFlorida, United States0-1 Employees

We offer private wealth and investment services with a focus on disciplined risk management and preservation of capital. We do NOT provide one size fits all portfolios. Our services are exclusively tailored to the needs of you and your family. We work every day with our clients to help them achieve their objectives and provide the advice and confidence needed so that they can live life fully. Dedicated to PROACTIVE client service and communication, we offer a written, signed Commitment To Service. We invite you to explore the benefits of a private wealth management firm that believes this country’s investors want and deserve unbiased advice and highly personalized service. We are steadfast in acting as a fiduciary to all of our clients. Our Custom Wealth Management Strategies: We actively coordinate on your behalf with your trusted CPA and Estate Attorney to thoroughly serve your individual situation through: Trust & Estate Coordination, Retirement Planning & Management, Custom Investment Management, Risk Management, Charitable Giving & Foundation Consulting, Tax Coordination & Minimization, Financial Planning, Family Legacy Planning Investment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC, Member FINRA/SIPC.

Find Schrum Private Wealth Management employees' phone numbers or email addresses

Schrum Private Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Schrum Private Wealth Management's Leadership

  • Stylized image of a person
    B. S.
    Chief Administrative Officer
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  • Stylized image of a person
    O. S.
    President
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  • Stylized image of a person
    T. D.
    Partner
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  • Stylized image of a person
    M. A.
    Senior Vice President Schrum Private Wealth Management
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  • Stylized image of a person
    E. S.
    Private Client Consultant
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  • Stylized image of a person
    O. S.
    General Counsel
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Contact profiles from Schrum Private Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    O. S.
    President
    Phone icon
    United States
    Sep 08, 2025
  • Stylized image of a person
    B. S.
    Chief Administrative Officer
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. D.
    Partner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. A.
    Senior Vice President Schrum Private Wealth Management
    Phone icon
    United StatesFlorida
    Sep 10, 2025
  • Stylized image of a person
    E. S.
    Private Client Consultant
    Phone icon
    United StatesNorth Carolina
    Sep 08, 2025
  • Stylized image of a person
    O. S.
    General Counsel
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Schrum Private Wealth Management known for?

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Schrum Private Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 3940 Lewis Speedway Suite 2201 St. Augustine, Florida 32084 United States; you can contact the main corporate office by phone at . Explore Schrum Private Wealth Management's company overview page for more information.

What is Schrum Private Wealth Management's most common email format?

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Schrum Private Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schrum Private Wealth Management email formats with LeadIQ.

How many employees does Schrum Private Wealth Management have currently?

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Schrum Private Wealth Management has approximately 1 employees as of June 2025. These team members are located across 1 continents, including North America.

Who are Schrum Private Wealth Management's key employees and leadership?

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As of June 2025, Schrum Private Wealth Management's key employees include:

  • Chief Administrative Officer: B. S.
  • President: O. S.
  • Partner: T. D.
  • Senior Vice President Schrum Private Wealth Management: M. A.
  • Private Client Consultant: E. S.

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